Skip to content
Disclosery

Wellington Shields Capital Management, LLC: EW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on EW, newest first. How the timeline and the estimate are built.

Wellington Shields Capital Management, LLC held 45,981 EW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,981 shares
    Change vs previous 13F -2,700 shares

    0.34% of the 13F portfolio, value $4,159,441.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 44,831 shares
    • Wellington Shields & Co., LLC: 1,150 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,681 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $3,898,374.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 47,531 shares
    • Wellington Shields & Co., LLC: 1,150 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,681 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $4,150,056.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 47,531 shares
    • Wellington Shields & Co., LLC: 1,150 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,681 shares
    Change vs previous 13F -1,500 shares

    0.36% of the 13F portfolio, value $3,785,922.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 47,531 shares
    • Wellington Shields & Co., LLC: 1,150 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,181 shares
    Change vs previous 13F -5,700 shares

    0.42% of the 13F portfolio, value $3,924,657.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 49,031 shares
    • Wellington Shields & Co., LLC: 1,150 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 55,881 shares
    Change vs previous 13F -8,851 shares

    0.47% of the 13F portfolio, value $4,050,255.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 54,731 shares
    • Wellington Shields & Co., LLC: 1,150 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,732 shares
    Change vs previous 13F -4,250 shares

    0.54% of the 13F portfolio, value $4,792,110.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 63,732 shares
    • Wellington Shields & Co., LLC: 1,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 68,982 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,552,123.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 67,832 shares
    • Wellington Shields & Co., LLC: 1,150 shares

    Acceptance time not in the bulk data set (spec §4.2).